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State Street SPDR Portfolio S&P 500 Growth ETF

603 hedge funds and large institutions have $9.39B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2021 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 284 increasing their positions, 179 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 21

73% more call options, than puts

Call options by funds: $8.99M | Put options by funds: $5.21M

59% more repeat investments, than reductions

Existing positions increased: 284 | Existing positions reduced: 179

10% more capital invested

Capital invested by funds: $8.57B → $9.39B (+$820M)

5% more funds holding

Funds holding: 576603 (+27)

3% more funds holding in top 10

Funds holding in top 10: 9093 (+3)

6.21% less ownership

Funds ownership: 73.64%67.43% (-6.2%)

Holders
603
Holders Change
+27
Holders Change %
+4.69%
% of All Funds
10.56%
Holding in Top 10
93
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.33%
% of All Funds
1.63%
New
58
Increased
284
Reduced
179
Closed
21
Calls
$8.99M
Puts
$5.21M
Net Calls
+$3.78M
Net Calls Change
-$4.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PG
226
Prostatis Group
Maryland
$3.06M +$575K +8,706 +22%
SFS
227
Sowell Financial Services
Arkansas
$3.06M +$1.4M +21,259 +80%
PTC
228
Private Trust Company
Ohio
$3.05M +$122K +1,845 +4%
B
229
Bridgeworth
Alabama
$3.04M +$125K +1,896 +4%
NFG
230
Next Financial Group
Texas
$3.04M +$124K +1,879 +4%
IWC
231
Integrated Wealth Concepts
Massachusetts
$2.96M +$1.97M +29,884 +183%
QCM
232
Quest Capital Management
Texas
$2.93M -$80.8K -1,224 -3%
TFA
233
Tobias Financial Advisors
Florida
$2.91M +$15.6K +236 +0.5%
OWA
234
Outlook Wealth Advisors
Texas
$2.91M +$3M +45,387 New
IWP
235
IAG Wealth Partners
Wisconsin
$2.85M -$162K -2,456 -5%
QCG
236
Quadrant Capital Group
Ohio
$2.85M
SCA
237
Snowden Capital Advisors
New York
$2.78M +$106K +1,602 +4%
OIA
238
OneDigital Investment Advisors
Kansas
$2.76M -$546K -8,266 -16%
Jane Street
239
Jane Street
New York
$2.61M +$2.69M +40,754 New
BF
240
BOK Financial
Oklahoma
$2.56M +$2.64M +40,028 New
Lido Advisors
241
Lido Advisors
California
$2.5M -$37.9K -574 -1%
Invesco
242
Invesco
Georgia
$2.46M -$588K -8,910 -19%
FGAM
243
Financial Gravity Asset Management
Texas
$2.44M -$1.24M -18,840 -34%
PWP
244
Personal Wealth Partners
Minnesota
$2.43M +$175K +2,655 +8%
TFA
245
Tranquilli Financial Advisor
New Jersey
$2.41M +$775K +11,741 +45%
SS
246
Simplicity Solutions
Minnesota
$2.37M +$2.14M +32,428 +704%
NFC
247
Northeast Financial Consultants
Connecticut
$2.31M
IRC
248
Investors Research Corp
Georgia
$2.27M +$687K +10,399 +42%
EGA
249
E&G Advisors
Texas
$2.26M +$2.33M +35,255 New
CPA
250
Capital Planning Advisors
California
$2.22M +$86.6K +1,312 +4%

SPYG Hedge Fund Activity: Q3 2021 in Review

603 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q3 2021, worth a combined $9.39B — up 9.6% from $8.57B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new SPYG positions and 21 closed out — a net gain of 37 holders — while 284 added to existing stakes and 179 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $165M. The largest seller was Brookstone Capital Management, cutting an estimated $95.3M.

  • 603 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q3 2021, up from 576 in Q2 2021.
  • Funds reported $9.39B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q3 2021, up 9.6% quarter-over-quarter.
  • 58 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q3 2021 and 21 closed out, a net change of +37 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q3 2021 was Osaic Holdings, an estimated $165M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q3 2021 was Brookstone Capital Management, an estimated $95.3M sold.

Based on aggregated 13F filings for Q3 2021.